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Adding a pricing level
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Locate and select Manage Price Levels
In the Manage Price Levels window, select + Add Pricing Level.
Enter a name for your price level in the Pricing Level Title field.
Confirm the creation of the new price level by selecting Save.
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Managing a price level
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In the updated list of price levels, identify and select the price level’s gear icon you have just created want to manage to configure its settings.
Assign users to
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a price level
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Use the search bar on the left to search or scroll through to find and add users to your price level.
Add users by selecting them from the dropdown.
Select the X icon next to the user name on the right-hand side to remove users from the price level.
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To create a new access pass, select New Access Pass.
Give your access pass a Name and save it.
Once created, select the newly created access pass from the list to manage it.
Choose the method of access pass activation via the radio buttons listed (default: None):
External URL: Use this if the pass is granted after completing a requirement outside your platform. Follow up to ensure the requirement is met before assigning the pass.
Product: Use this if the pass is granted after purchasing a product through Stripe on your platform.
Configuring an
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Using Upgrade URL:
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upgrade path
Choose the radio button labeled Upgrade URL.
Access the URL Fieldfield:
After selecting, the Upgrade URL field will be available for input.Input URL:
Enter the URL that will redirect users to an external page for further instructions or a third-party payment processor like PayPal.
Creating and
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attaching a product to an access pass
Select the radio button for Product to begin.
Choose or Create create a Productproduct:
Existing Product:
If your product is already available, select it from the dropdown to link it with the Access Pass.New Product:
To create a new product, select Create New Product.
Create Product Windowproduct window:
When creating a new product, a window will appear.Enter Product Detailsproduct details:
Provide a name and description for the new product.Save or Cancelcancel:
Cancel:
Clears the field and closes the window.Save:
Adds the new product to the product list dropdown.
Attach to Access Passaccess pass:
After saving the new product, select it from the dropdown to link it with your Access Pass.
Updating
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a product's
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price levels
Edit the Productproduct:
Once you've linked a product to your Access Pass, you must update its pricing levels. To do this, select the pencil icon to edit the product.Access the Product Windowproduct window:
The product editing window will appear.Add Price Levelsprice levels:
In the Pricing Details section, select the + icon to add a new price level. You can add as many price levels as necessary for your product.
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Assign Appropriate Price Levels:
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Configure Price Levelprice level:
Use the Pricing Level dropdown in the New Pricing Item window to choose the level you want to add.
Enter the desired price for this level in the Price section and choose the type of Currency (USD or CAD).
Save Changeschanges:
Select Save to add the new price level to your product.
Adding
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users to an access pass
Understanding Access Pass Privileges
Adding users directly to the Access Pass provides full access to the linked product or URL, bypassing the need to purchase or navigate separately.
You can also update a user’s Access Pass privileges after they have followed your specified steps, such as navigating to a third-party URL and completing the required actions. Once verified, return to this page and update the user’s access accordingly.
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